Net Interest

Net Interest

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Ode to America
A Personal History of American Finance
Jul 5, 2025 • Marc Rubinstein
The Underwriters of Hormuz
A post on marine insurance – by popular demand
Mar 20 • Marc Rubinstein
NEW POD! Market Intelligence in the Age of AI with Morningstar CEO, Kunal Kapoor
Net Interest Extra ep 20
Mar 17 • Marc Rubinstein
45:38
Redemption Day
When the exit is smaller than the entrance
Mar 13 • Marc Rubinstein
Learning from Lloyd
Blankfein, Goldman and the Next Market Reckoning
Mar 6 • Marc Rubinstein
🎙️ How Credit Markets Shaped a Nation: An Interview with Sarah Quinn
Net Interest Extra ep 19
Mar 3 • Marc Rubinstein
52:48
Two Tribes
Private Credit, Public Markets and the AI Reckoning
Feb 27 • Marc Rubinstein
AI and I
Claude Code, Bloomberg and the Battle for Data
Feb 20 • Marc Rubinstein
Net Interest
Net Interest
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
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scuttleblurb
scuttleblurb
Not Boring by Packy McCormick
Not Boring by Packy McCormick
Packy McCormick
The Terminalist
The Terminalist
The Terminalist
Financials Unshackled - by John Cronin at SeaPoint Insights
Financials Unshackled - by John Cronin at SeaPoint Insights
John Cronin
The Curious Mind
The Curious Mind
The Curious Mind
Meta Posts (Unlocked)
Next Steps for Net Interest
Net Interest is Going Paid
150 Not Out
The Market for Newsletters
Thirty Years in Finance
What Hasn’t Changed
Asset Management (Unlocked)
So You Want to Launch a Hedge Fund?
The Business of Hedge Funds
Peak Pod
The Industrialisation of Alpha
Other People's Money
The Quest for Permanent Capital: From Buffett to Ackman and Apollo
Banks in Disguise (Unlocked)
Banks in Disguise
Unmasking the Banks Inside 'Regular' Companies
The Points Guy
Inside the Business of Air Miles
LTCM: 25 Years On
The (real) reasons Long-Term Capital Management failed

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